| Fund Name |
1 Month | 6 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds High Growth Fund | 1.10% |
9.75% |
27.65% |
|||
| Investment Funds Growth Fund | 0.67% |
8.77% |
24.22% |
14.72% |
5.01% |
7.96% |
| Investment Funds Balanced Fund | 0.20% |
7.65% |
20.14% |
12.01% |
3.56% |
5.69% |
| Investment Funds Conservative Fund | -0.62% |
5.71% |
13.39% |
7.54% |
1.10% |
1.94% |
| Homes and Income Fund | 0.36% |
3.01% |
| Fund Name |
1 Month | 6 Months | 1 Year | 2 Years Annualised | 3 Years Annualised | 5 Years Annualised |
|---|---|---|---|---|---|---|
| Investment Funds NZ Share Fund | 1.54% |
5.54% |
17.54% |
6.27% |
-0.52% |
3.62% |
| Investment Funds NZ Bond | -0.69% |
5.28% |
11.32% |
4.90% |
0.75% |
-0.49% |
| Investment Funds NZ Cash Fund * | 0.48% |
3.59% |
7.80% |
|||
| Investment Funds Hedged Global Share Fund | -0.97% |
11.66% |
34.11% |
|||
| Investment Funds Unhedged Global Share | 4.83% |
11.75% |
32.18% |
|||
| Investment Funds Hedged Global Bond | -1.69% |
4.30% |
8.88% |
These returns are to 31-10-2024 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.